Parkside Financial Bank & Trust’s iShares Russell Mid-Cap ETF IWR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.51M | Sell |
15,489
-438
| -3% | -$43.8K | 0.12% | 120 |
|
|
2025
Q4 | $1.53M | Sell |
15,927
-15
| -0.1% | -$1.44K | 0.11% | 116 |
|
|
2025
Q3 | $1.54M | Hold |
15,942
| – | – | 0.12% | 116 |
|
|
2025
Q2 | $1.47M | Buy |
15,942
+5,410
| +51% | +$467K | 0.16% | 110 |
|
|
2025
Q1 | $896K | Buy |
10,532
+6,062
| +136% | +$541K | 0.11% | 139 |
|
|
2024
Q4 | $395K | Buy |
4,470
+1,550
| +53% | +$141K | 0.05% | 238 |
|
|
2024
Q3 | $257K | Sell |
2,920
-6
| -0.2% | -$506 | 0.04% | 317 |
|
|
2024
Q2 | $237K | Buy |
2,926
+660
| +29% | +$53.7K | 0.04% | 321 |
|
|
2024
Q1 | $191K | Buy |
2,266
+1,730
| +323% | +$137K | 0.03% | 360 |
|
|
2023
Q4 | $41.7K | Sell |
536
-2,807
| -84% | -$199K | 0.01% | 747 |
|
|
2023
Q3 | $232K | Buy |
3,343
+3,091
| +1,227% | +$225K | 0.05% | 236 |
|
|
2023
Q2 | $18.4K | Hold |
252
| – | – | ﹤0.01% | 921 |
|
|
2023
Q1 | $17.6K | Hold |
252
| – | – | ﹤0.01% | 920 |
|
|
2022
Q4 | $17K | Sell |
252
-165
| -40% | -$11.1K | ﹤0.01% | 894 |
|
|
2022
Q3 | $26K | Hold |
417
| – | – | 0.01% | 719 |
|
|
2022
Q2 | $27K | Hold |
417
| – | – | 0.01% | 724 |
|
|
2022
Q1 | $33K | Hold |
417
| – | – | 0.01% | 681 |
|
|
2021
Q4 | $35K | Hold |
417
| – | – | 0.01% | 640 |
|
|
2021
Q3 | $33K | Hold |
417
| – | – | 0.01% | 618 |
|
|
2021
Q2 | $33K | Sell |
417
-75
| -15% | -$5.82K | 0.01% | 621 |
|
|
2021
Q1 | $36K | Hold |
492
| – | – | 0.01% | 577 |
|
|
2020
Q4 | $34K | Hold |
492
| – | – | 0.01% | 567 |
|
|
2020
Q3 | $28K | Hold |
492
| – | – | 0.01% | 556 |
|
|
2020
Q2 | $26K | Hold |
492
| – | – | 0.01% | 568 |
|
|
2020
Q1 | $21K | Hold |
492
| – | – | 0.01% | 557 |
|
|
2019
Q4 | $29K | Hold |
492
| – | – | 0.01% | 561 |
|
|
2019
Q3 | $28K | Hold |
492
| – | – | 0.01% | 528 |
|
|
2019
Q2 | $27K | Hold |
492
| – | – | 0.01% | 543 |
|
|
2019
Q1 | $27K | Hold |
492
| – | – | 0.01% | 518 |
|
|
2018
Q4 | $23K | Buy |
492
+252
| +105% | +$12.7K | 0.01% | 532 |
|
|
2018
Q3 | $13K | Buy |
+240
| New | +$13.2K | ﹤0.01% | 710 |
|
|
2017
Q1 | – | Sell |
-292
| Closed | -$13K | – | 1434 |
|
|
2016
Q4 | $13K | Sell |
292
-196
| -40% | -$8.57K | 0.01% | 631 |
|
|
2016
Q3 | $22K | Hold |
488
| – | – | 0.01% | 550 |
|
|
2016
Q2 | $20K | Hold |
488
| – | – | 0.01% | 544 |
|
|
2016
Q1 | $20K | Sell |
488
-80
| -14% | -$3.04K | 0.01% | 517 |
|
|
2015
Q4 | $23K | Sell |
568
-40
| -7% | -$1.63K | 0.01% | 483 |
|
|
2015
Q3 | $23K | Buy |
+608
| New | +$25.2K | 0.01% | 454 |
|
|
2013
Q4 | – | Sell |
-7,816
| Closed | -$271K | – | 157 |
|
|
2013
Q3 | $271K | Hold |
7,816
| – | – | 0.21% | 102 |
|
|
2013
Q2 | $253K | Buy |
+7,816
| New | +$253K | 0.2% | 106 |
|
Other funds holding IWR
Parkside Financial Bank & Trust's IWR Position: Q1 2026 in Review
Parkside Financial Bank & Trust reduced its iShares Russell Mid-Cap ETF (IWR) stake by 2.8% in Q1 2026, selling an estimated $43.8K and leaving 15,489 shares worth $1.51M. The position accounts for 0.12% of the portfolio, ranked #120.
Parkside Financial Bank & Trust first reported a position in IWR in Q2 2013 and has held it in 39 quarters since. The position peaked at $1.54M in Q3 2025. 1,516 funds tracked by Wall St. Rank hold IWR as of Q1 2026.
- Parkside Financial Bank & Trust held 15,489 shares of iShares Russell Mid-Cap ETF worth $1.51M as of Q1 2026.
- Parkside Financial Bank & Trust sold 438 iShares Russell Mid-Cap ETF shares in Q1 2026, an estimated $43.8K.
- iShares Russell Mid-Cap ETF made up 0.12% of Parkside Financial Bank & Trust's portfolio in Q1 2026, its #120 holding.
- Parkside Financial Bank & Trust first reported a position in iShares Russell Mid-Cap ETF in Q2 2013 and has held it in 39 quarters since.
- Parkside Financial Bank & Trust's iShares Russell Mid-Cap ETF position peaked at $1.54M in Q3 2025.
- 1,516 funds tracked by Wall St. Rank held iShares Russell Mid-Cap ETF as of Q1 2026.
Based on Parkside Financial Bank & Trust's 13F filing for Q1 2026, filed 13 May 2026.